Financial Administrator

Role: Practice AdministratorLocation: BrightonHours: Monday - Friday, 9:30am - 5:30pm (1 hour lunch break)Pay: £26,000 - £29,000 per annum

An excellent opportunity has arisen for a Practice Administrator to join one of our clients based in Brighton.

The business provides professional financial advice to a diverse client base across a range of planning and investment areas. The practice has built a strong reputation over a number of years, developing a loyal client base and continuing to grow steadily.

Benefits

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• £26,000 - £29,000 basic salary
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• Pension
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• Opportunity to join a well-established practice
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The Requirements

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• Previous experience in an administration or PA role
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• Experience working within a partner financial planning practice is advantageous
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• Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
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• Experience using CRM or client management systems (e.g. Salesforce) beneficial
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• Strong written and verbal communication skills with excellent client interaction
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• Highly organised with strong attention to detail
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• Ability to manage competing priorities and work to deadlines
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• Self-motivated with a proactive, positive attitude
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• Comfortable working independently and taking initiative
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The Role

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• Greeting clients and supporting them ahead of meetings with the Financial Adviser
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• Managing the adviser's diary, arranging and coordinating client appointments
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• Preparing client welcome packs and review documentation
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• Maintaining and updating client records on internal systems and CRM platforms
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• Preparing and obtaining quotations and illustrations from product providers
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• Processing applications accurately and preparing relevant pre- and post-sale documentation
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• Sending and following up letters of authority with financial institutions
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• Assisting with fund switches and withdrawal requests
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• Drafting basic suitability reports for reviews and simple advice cases
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• Producing investment performance charts and supporting analysis where required
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• Liaising with clients and external contacts via telephone and email
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• Providing general administrative support including filing, scanning and document preparation
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• Supporting the organisation of client events
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• Maintaining office supplies and supporting the smooth day-to-day running of the office
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If you're keen to join an exceptional team who can offer a supportive environment within a well-established and growing practice, then please apply to this Practice Administrator role below or call Angela on between 9:00am - 5:30pm.